Considerations for Policies and Claims
Review these points to better understand the information that appears on the Policy component.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- When you hover over the Open Claims KPI, the expanded lookup card shows a View All link only when three or more claims are open. The View All link opens the Claims list view. You can edit the compact layout for the Claim object to include more fields on the lookup card.
- When you hover over the Up for Renewal KPI, the expanded lookup card shows a View All link only when three or more policies are up for renewal. The View All link opens the Insurance Policies list view. You can edit the compact layout for the Insurance Policy object to include more fields on the lookup card.
- A KPI includes a record only when certain fields in that record are populated and they
match the criteria specific to that KPI. For example, when calculating Premium Paid, a
policy is counted only when it meets all these criteria:
- The policy is owned by the user whose records you are viewing.
- The policy is active (IsActive = True).
Use this table to learn how KPIs are calculated.
KPI Description Calculation Premium Paid The sum of the active policy premiums. SUM (GrossWrittenPremium) FROM InsurancePolicy WHERE NameInsuredId = Current Account AND IsActive = TRUE Up for Renewal The list of active policies that are pending renewal in the next 90 days. Policies FROM InsurancePolicy WHERE NameInsuredId = Current Account AND IsActive = TRUE AND RenewalDate in next 90 days, ORDER BY RenewalDate Open Claims User’s open claims list. Claims FROM Claim WHERE AccountId = Current Account AND IsClosed = FALSE, ORDER BY LastModifiedDate Claims Paid The sum of the approved and paid amount for all closed claims. SUM (ApprovedAmount) FROM Claim WHERE AccountId = Current Account AND IsClosed = TRUE AND ApprovedAmount Is Not Null
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